Money Concepts reaches major milestone
Financial planning firm celebrates 20 years in Canada
- By: IE Staff
- July 26, 2005 October 31, 2019
- 09:30
Latest news in Financial Planning
Good returns, but not good news for Canadian pension funds
Pension Health Index declines
- By: IE Staff
- July 21, 2005 October 31, 2019
- 10:40
Money problems affect spousal relationships: poll
Spending is the most common source of marital spats about money
- By: IE Staff
- July 20, 2005 October 31, 2019
- 09:10
CRA creates Disability Advisory Committee
Committee provides forum to discuss tax measures for persons with disabilities
- By: IE Staff
- July 19, 2005 October 31, 2019
- 10:50
Client factoid: 3% of Canadians invest in real estate
Men more likely than women to invest in property
- By: IE Staff
- July 18, 2005 October 31, 2019
- 14:10
47% pass June CFP exam
Next exam scheduled for November
- By: IE Staff
- July 13, 2005 October 31, 2019
- 10:15
OECD aims at boosting financial literacy
Unveils principles to help individuals with personal finances
- By: IE Staff
- July 11, 2005 October 31, 2019
- 09:20
Retirement Compensation Funding forms strategic alliance with DFS
DFS, LFS advisors gain support for retirement compensation arrangements
- By: IE Staff
- July 6, 2005 October 31, 2019
- 07:25
OAS benefit rates to increase July 1
0.7% cost-of-living increase
- By: IE Staff
- June 29, 2005 October 31, 2019
- 12:10
Canadians put off discussing legacy plans with aging parents, survey finds
Reluctance to talk about estate planning could cause problems
- By: IE Staff
- June 28, 2005 October 31, 2019
- 11:30
CIBC Mellon launches enhanced Workbench tools
CIBC Mellon Global Securities Services Co. today announced enhancements to Workbench, its browser-based tool for the delivery of fully electronic financial reporting to plan sponsors…
- By: IE Staff
- June 27, 2005 October 31, 2019
- 09:30
June 26 marks Tax Freedom Day: Fraser Institute
Tax rates unchanged from last year
- By: IE Staff
- June 24, 2005 October 31, 2019
- 08:40
Pension contributions exceed benefits in 2004
Value of trusteed pension plans rises for seventh straight quarter
- By: James Langton
- June 22, 2005 October 31, 2019
- 10:55
Payday loan industry toughens code to protect consumers
CACFS unveils stronger code of best practices
- By: IE Staff
- June 22, 2005 October 31, 2019
- 07:35
Next two years critical for financial planning
CIFPs Costello says advisors must educate the public about the costs of advice
- By: Lara Hertel
- June 21, 2005 October 31, 2019
- 10:08
Portus, Norshield shake investor trust, says CIFPs chairman
Advisors gather in Niagara Falls
- By: Lara Hertel
- June 20, 2005 October 31, 2019
- 10:20
IPC launches new online web training and conference service
Software allows advisors to expand skill set
- By: IE Staff
- June 16, 2005 October 31, 2019
- 09:15
Ontario pension act amended to include same-sex spouses
Revised pension forms available from FSCO
- By: James Langton
- June 15, 2005 October 31, 2019
- 10:25
CPP Investment Board invests $1 billion in real estate portfolio
Acquires 50% interest from Oxford Properties
- By: IE Staff
- June 15, 2005 October 31, 2019
- 08:30
Assante aligns distribution strategy for future growth
IQON subsidiary to join common back office platform
- By: IE Staff
- June 15, 2005 October 31, 2019
- 07:40
Sun Life recruits WarrenShepell to provide EAPs
Firm's holistic approach suits Sun Life's goals
- By: IE Staff
- June 14, 2005 October 31, 2019
- 15:03
New fund added to Keystone Portfolio Funds
Keystone Diversified Income Portfolio Fund
- By: IE Staff
- June 13, 2005 October 31, 2019
- 14:35
Small business owners contemplating retirement
But only one-third have succession plan
- By: IE Staff
- June 13, 2005 October 31, 2019
- 10:50
IFB announces decreased premiums in its 2005-2006 plan
Also offering up to $2 million of coverage
- By: IE Staff
- June 10, 2005 October 31, 2019
- 12:03
IAFP reports strong membership renewals for 2005
The Institute of Advanced Financial Planners says that membership for 2005 now stands at 466 members. This includes 442 professional members who hold the Registered…
- By: IE Staff
- June 8, 2005 October 31, 2019
- 08:25